Turn policy status reviews into CommCare follow-ups
Use a scheduled review to help keep policy-related program follow-ups from slipping through the cracks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Submit Form to CommCare
Why this helps
Policy changes and review needs can be easy to miss when teams check agency records and program systems separately.
- Surface records needing a follow-up during a regular review.
- Create a CommCare form submission for each qualifying record.
- Keep the decision and resulting run report together.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and CommCare once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name and prompt.
- 3Tell Notis which available policy status details should qualify for a CommCare follow-up form, and what to do when required details are missing.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real example and verify the form submission in CommCare.
Questions about this workflow
Can this workflow determine which policies need review?
It can evaluate policy status information available from AgencyZoom against the rule you describe. If a required status, date, or baseline is unavailable, provide it in your instruction or treat it as missing.
Does the schedule create a form for every policy?
The prompt can specify which records qualify. Test the instruction with one real example and review the result before relying on the recurring run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to CommCare. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
CommCare actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Lookup Table
Create a lookup table in a domain.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Web User Invitation
Create an invitation for a new web user.
List Reports
List reports configured in a project.
Single Sign On
Validate a user’s login and retrieve their profile.
Submit Form ODK Compatible
Submit form data using an ODK-compatible endpoint.
Submit Form to Application
Submits an XForm to a specified CommCare application.
Connect any two apps with Notis in the middle.
Agencyzoom and CommCare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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